# SEI Connect - Investor — Powering Wealth

> Mobile investment access and advisor connection with document management. (iPhone/iPad app by SEI Investments Management Corporation.)

- Source: https://appshunter.io/ios/app/sei-connect-investor/id1668221443 (this page in markdown: same URL + `.md`)
- Developer: [SEI Investments Management Corporation](https://appshunter.io/developer/496283458)
- Category: Finance
- Price: Free
- Rating: 4.10/5 from 30 App Store ratings · 5 written reviews indexed
- Age rating: 17+
- Requires: iOS 15.0 · 62 MB
- Languages: English
- Released: 2023-05-25
- Data updated: 2026-08-20
- Monetization: ad-supported
- User reviews in markdown: https://appshunter.io/ios/app/sei-connect-investor/id1668221443/reviews.md

## What is SEI Connect?

SEI’s mobile app provides easy access to your investments and connects you to your financial advisor. Our Advice+ experience helps you make confident decisions—together with your advisor.
 

Key features:
- Biometric login capabilities: Conveniently access your accounts through Face recognition or TouchID
- Push notifications: Get alerts when new messages and documents are delivered
- Document scanner: Use your phone’s camera to detect physical documents and format them into a scanned file
- Document vault: Upload, store, and exchange important files with your advisor


Viewing capabilities:
- Balances and holdings
- Performance data
- Transaction activity
- SEI statements and tax documents


Important information for users:
To use the SEI Connect – Investor Portal, you must be a client with an account at a financial institution that provides its clients access to their account information via the SEI Connect – Investor Portal or AccessMyPortfolio website. The financial institution also has to specifically activate the SEI Connect – Investor Portal application for its account holders. If you are unable to download the application or have any questions, please contact your advisor. 

Images are for illustrative purposes only and do not constitute recommendations or advice. 

©2023 SEI Investments Company. All rights reserved. SEI®. 

iPhone and iPad are trademarks of Apple Inc., registered in the U.S. and other countries

## Key features

- Biometric login
- Push notifications
- Document scanner
- Document vault
- View balances and holdings
- Track performance data
- Review transaction activity

## Recent user reviews (5 of 5)

All indexed reviews: https://appshunter.io/ios/app/sei-connect-investor/id1668221443/reviews.md

### 3/5 — Loading

*2025-06-28*

App is not loading… Showing error.

### 1/5 — Total balances are wrong

*2025-01-23*

Depending on which screen and which time period you pick to see returns, the -current- balance varies. Seems like pretty basic testing should catch this sort of thing.

### 4/5 — Great app

*2024-05-09*

Great app but would like to see horizontal screen rotation support for iPad.

**Developer response:** Thanks for sharing your feedback with us! We've now added support for horizontal screen rotation for iPad in the latest update!

### 2/5 — Cool but spotty performance

*2023-09-29*

I have the latest version of iOS and the SEI Connect app. It was very easy to add all my accounts, but whenever I try to select one specific account, the app shuts down. The app also loses all details except the total after you’ve been on it a while. It works fine to just get on iand look at your balances then close.

### 3/5 — Good for Most Things

*2023-07-14*

Good if you want to see updates on your accounts on your phone, but you can’t manage your offline accounts. For that you have to go to the website, which defeats the purpose of using this app.

**Developer response:** Great news, we have addressed your feedback! You can now add and manage your linked or offline accounts without needing to go to the website. We appreciate your patience and hope you enjoy this new update!

Please keep sharing your feedback with us!

## Frequently asked questions about SEI Connect

### What is SEI Connect?

SEI Connect is a mobile application designed to provide clients with easy access to their investments and a direct connection to their financial advisor. It facilitates confident financial decision-making through a collaborative experience.

### How do I access my accounts with SEI Connect?

You can conveniently access your accounts using biometric login capabilities like Face ID or Touch ID. The app also provides push notifications for new messages and documents.

### Can I store documents in SEI Connect?

Yes, SEI Connect features a document vault where you can upload, store, and exchange important files with your financial advisor. It also includes a document scanner to digitize physical documents.

### What financial information can I view in SEI Connect?

You can view your account balances and holdings, performance data, transaction activity, and access SEI statements and tax documents directly within the app.

### Who is eligible to use SEI Connect – Investor Portal?

To use the SEI Connect – Investor Portal, you must be a client with an account at a financial institution that provides access via the SEI Connect – Investor Portal or AccessMyPortfolio website, and that institution must have activated the application for its account holders.

### Does SEI Connect have ads?

Yes, SEI Connect contains advertisements. This is indicated by the 'hasAds' flag being true in the application data.

### What devices support SEI Connect?

SEI Connect is supported on iPhone, iPad, and iPod devices. It is available for users aged 17 and older.

### When was SEI Connect last updated?

The latest version of SEI Connect was updated on March 5, 2026. The app was initially released on May 25, 2023.

## Version history (last 5 releases)

### 20260811 — 2026-08-18

We're constantly refining the app to make your experience smoother. This release includes bug fixes and under-the-hood improvements.

### 20260629 — 2026-07-07

We're constantly refining the app to make your experience smoother. This release includes bug fixes and under-the-hood improvements.

### 20260529 — 2026-06-02

- Bug fixes

### 20260513 — 2026-05-14

- Bug fixes

### 20260330 — 2026-04-01

- Bug fixes

## Apps similar to SEI Connect

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [AssetMark Mobile](https://appshunter.io/ios/app/assetmark-mobile/id6444897305) | 2.2 (48) | Free | Finance |
| [AdviceWorks®](https://appshunter.io/ios/app/adviceworks/id6466180905) | 3.7 (127) | Free | Finance |
| [NetXInvestor™ Mobile](https://appshunter.io/ios/app/netxinvestor-mobile/id784595887) | 1.8 (366) | Free | Finance |
| [TIAA](https://appshunter.io/ios/app/tiaa/id341447597) | 4.6 (8,269) | Free | Finance |
| [Osaic Equipt](https://appshunter.io/ios/app/osaic-equipt/id1400949150) | 2.0 (134) | Free | Finance |
| [Voya](https://appshunter.io/ios/app/voya/id492157058) | 4.7 (188,486) | Free | Finance |

## More apps by SEI Investments Management Corporation

- [Access My Portfolio](https://appshunter.io/ios/app/access-my-portfolio/id1308477210)

All apps by SEI Investments Management Corporation: https://appshunter.io/developer/496283458

## Related topics

[sei connect](https://appshunter.io/ios/topics/sei-connect) · [sei global services](https://appshunter.io/ios/topics/sei-global-services) · [sei connect investor](https://appshunter.io/ios/topics/sei-connect-investor) · [envestnet client view](https://appshunter.io/ios/topics/envestnet-client-view) · [investor services](https://appshunter.io/ios/topics/investor-services) · [emoney advisor](https://appshunter.io/ios/topics/emoney-advisor) · [finra dr portal](https://appshunter.io/ios/topics/finra-dr-portal) · [siis](https://appshunter.io/ios/topics/siis) · [rbc investor connect](https://appshunter.io/ios/topics/rbc-investor-connect) · [hfmc connect](https://appshunter.io/ios/topics/hfmc-connect) · [connected investors](https://appshunter.io/ios/topics/connected-investors) · [hadsup investor](https://appshunter.io/ios/topics/hadsup-investor) · [anvil services](https://appshunter.io/ios/topics/anvil-services) · [visok investor services](https://appshunter.io/ios/topics/visok-investor-services) · [investor relations ny 2026](https://appshunter.io/ios/topics/investor-relations-ny-2026) · [adib investor relations](https://appshunter.io/ios/topics/adib-investor-relations)

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-20.*